FTVFX Mutual Fund

NAV$44.25

Returns Overview

1 Month
+4.87%
3 Months
+18.09%
6 Months
+21.49%
YTD
+19.88%
1 Year
+34.75%
3 Years (annualized)
+18.42%
5 Years (annualized)
+11.06%
10 Years (annualized)
+12.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTVFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+19.88%
Peer Avg (YTD)
+10.82%
vs Peers
+9.07%

FTVFX Mutual Fund Performance

FTVFX performance across multiple time periods: 1-month 4.87%, YTD 19.88%, 1-year 34.75%, 3-year 18.42%, 5-year 11.06%, 10-year 12.29%.

FTVFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

FTVFX performance comparison shows side-by-side returns with another fund. FTVFX alternatives are available in the Mutual Fund Screener.